Nova Turn on folders for a record type
Decide, per record type, whether the Files, Notes and Access tabs show folders, starting from a preset and then switching single cells on or off.
In the sidebar, open Settings, then choose Folders under Records & Fields. The page address is /settings/org/content-organization.
Nova keeps things flat by default. This page is where you turn folders on only where your organization needs them.
Before you start
- Anyone whose role can read content organization settings can open the page. To change it, your admin has to give your role permission to write those settings; otherwise a banner says you have read-only access.
- Your plan decides which cells you can use. A cell that reads Not in plan cannot be switched on here.
Steps
- Under Starting point, press a preset to fill the whole table: No folders, Files only or Folders everywhere.
- Under Folder availability, find the row for the Record type you want (work orders, accounts, projects and so on).
- Turn the switch on or off in each of the Files, Notes and Access columns. Every cell your plan includes carries the label Enabled next to its switch, whether it is on or off; the switch itself shows whether folders are on.
- Press Save changes.
What you see
- Not supported means that record type never has that tab, so there is nothing to switch.
- This table is the organization default. A customer can turn folders on or off for its own tabs and for everything under it, and a single customer or work order can set its own answer from Folder settings in its Actions menu. Those choices win over this table in both directions; see Turn folders on or off for one customer or record.
- If your plan does not include per-customer and per-record folder settings, a note says this table is the whole answer everywhere.
If something looks different
- Saving asks Hide these folder controls?: you switched folders off somewhere that already has folders. The message counts the folders, filed items, template bindings, automatic routes and portal shares affected. Nothing is deleted; the folders are hidden and everything stays filed. Press Save and hide folders to go ahead or Keep editing to change your mind.
- Leaving the page with unsaved switches shows the unsaved-changes prompt. Save, or discard the changes.
- Folder controls are still missing on one record after you turned them on: that record, or its customer, has folders switched off in its own settings.